See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,515 | $177,572-59.7% | $154,803-53.8% | $142,382-49.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.29% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,912 | $4,810-39.5% | $4,305-32.4% | $4,299-32.3% |
| Participant deferral / active EE | $4,832 | $6,272-22.9% | $5,540-12.8% | $6,507-25.7% |
| Admin fee / account holder | $8 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |